CFP®-certified, key person insurance & risk mitigation financial advisors

George Leisure is a financial advisor at BSG Advisers with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Eagle Strategies and Avenue Wealth Management. Outside of his advisory role, he is engaged in the sale of life, disability, and long-term care insurance products through a sole proprietorship. BSG Advisers serves individuals, high-net-worth clients, business owners, trusts, and retirement plans, offering comprehensive financial planning, investment management, and insurance planning. The firm focuses on growth-oriented, diversified portfolios and provides educational programs and business-owner-focused planning as part of its services.

Daniel Toro Jr. is a CFP® and ChFC® credentialed financial advisor with 13 years of experience at Edward Jones in Metairie, LA. He has served with the firm since 2013. Outside of his advisory role, he volunteers as an alumni advisor, assisting with recruitment and treasury duties for the Phi Iota Alpha Fraternity at LSU. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 advisors. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and overlay services, operating under a fiduciary standard.

Veska Kita is a financial advisor with ACI Group in Chevy Chase, MD, holding a Series 66 credential and 24 years of industry experience. She has worked at firms including Arete Wealth Management, AFC Asset Management Services, Truist Investment Services, and Ameriprise. Outside of advising, she serves as treasurer for the nonprofit City Wildlife and is a shareholder and board member of Accustrata, Inc., a company specializing in thin film technology. ACI Group provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and corporations. The firm offers discretionary portfolio management, comprehensive financial and business planning, and retirement-plan advisory with participant education, employing a mix of fundamental and technical analysis alongside diverse investment strategies.

Anthony Krance is a CFP® professional with 17 years of experience in financial advising. He is the principal of Circle R Wealth LLC, an independent firm he has led since 2009. In addition to his advisory role, he operates a sole proprietorship that provides insurance products and services. Circle R Wealth LLC offers asset management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizing various strategies including model portfolios through third-party managers, with most client assets managed on a non-discretionary basis.

Jonathan Peyton is a CFP® professional with 21 years of industry experience. He is the principal advisor at Different Investments, LLC, formerly known as Horizon Ridge Wealth Management, where he has worked since 2016. His prior roles include positions at LPL Financial, USAA Financial Planning Services, Fidelity, and Ameriprise. Outside of advising, he has founded several non-investment-related businesses, including a publishing firm that produces educational content such as books and podcasts. Different Investments, LLC (doing business as C‑Suite Planning) provides discretionary investment management and comprehensive financial planning services for individuals, including executives and entrepreneurs, as well as trusts, estates, charitable organizations, and business clients. The firm employs a variety of analytical techniques to tailor portfolios and offers specialized planning services such as divorce consulting, exit planning, and special-needs planning.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.